Cambridge Investment Research Advisors, Inc. First Trust Us Equity Opportun Transaction History

Cambridge Investment Research Advisors, Inc.

$29.9 Billion
Q4 2024

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 59,359 shares of FPX stock, worth $7.79 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

59,359

Previous 45,404 30.74%

Holding current value

$7.79 Million

Previous $5 Million 41.79%

% of portfolio

0.02%

Previous 0.02%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$109.38 - $131.9 $1.53 Million - $1.84 Million	13,955 Added 30.74%	59,359 $7.09 Million
Q3 2024 Oct 28, 2024	SELL	$92.33 - $110.55 $146,435 - $175,332	-1,586 Reduced 3.38%	45,404 $5 Million
Q2 2024 Jul 26, 2024	SELL	$95.7 - $105.15 $125,654 - $138,061	-1,313 Reduced 2.72%	46,990 $4.67 Million
Q1 2024 Apr 24, 2024	SELL	$90.56 - $106.61 $2.18 Million - $2.57 Million	-24,104 Reduced 33.29%	48,303 $5.11 Million
Q4 2023 Feb 09, 2024	SELL	$76.32 - $97.15 $3.09 Million - $3.93 Million	-40,437 Reduced 35.83%	72,407 $6.94 Million
Q3 2023 Oct 24, 2023	BUY	$81.38 - $95.44 $951,332 - $1.12 Million	11,690 Added 11.56%	112,844 $9.48 Million
Q2 2023 Jul 13, 2023	SELL	$79.22 - $88.8 $465,259 - $521,522	-5,873 Reduced 5.49%	101,154 $8.92 Million
Q1 2023 May 11, 2023	SELL	$76.89 - $87.96 $1.84 Million - $2.1 Million	-23,876 Reduced 18.24%	107,027 $9 Million
Q4 2022 Feb 08, 2023	SELL	$77.07 - $87.65 $1.68 Million - $1.91 Million	-21,835 Reduced 14.3%	130,903 $10.3 Million
Q3 2022 Oct 17, 2022	SELL	$80.29 - $94.86 $346,852 - $409,795	-4,320 Reduced 2.75%	152,738 $0
Q2 2022 Jul 13, 2022	BUY	$79.92 - $110.92 $259,260 - $359,824	3,244 Added 2.11%	157,058 $12.9 Million
Q1 2022 May 12, 2022	SELL	$95.18 - $121.69 $1.37 Million - $1.76 Million	-14,444 Reduced 8.58%	153,814 $16.8 Million
Q4 2021 Feb 03, 2022	SELL	$116.17 - $136.03 $2.32 Million - $2.71 Million	-19,948 Reduced 10.6%	168,258 $20.6 Million
Q3 2021 Nov 02, 2021	BUY	$120.0 - $131.29 $520,800 - $569,798	4,340 Added 2.36%	188,206 $23.2 Million
Q2 2021 Aug 10, 2021	BUY	$110.48 - $128.38 $1.91 Million - $2.22 Million	17,331 Added 10.41%	183,866 $23.4 Million
Q1 2021 May 07, 2021	BUY	$115.9 - $135.98 $115,668 - $135,708	998 Added 0.6%	166,535 $19.8 Million
Q4 2020 Feb 04, 2021	SELL	$95.53 - $123.94 $818,787 - $1.06 Million	-8,571 Reduced 4.92%	165,537 $19.6 Million
Q3 2020 Oct 29, 2020	BUY	$84.72 - $100.04 $140,296 - $165,666	1,656 Added 0.96%	174,108 $16.8 Million
Q2 2020 Jul 27, 2020	BUY	$60.12 - $84.27 $1.02 Million - $1.43 Million	16,910 Added 10.87%	172,452 $14.4 Million
Q1 2020 May 08, 2020	BUY	$55.38 - $87.86 $234,921 - $372,702	4,242 Added 2.8%	155,542 $9.8 Million
Q4 2019 Feb 04, 2020	SELL	$73.7 - $81.01 $140,619 - $154,567	-1,908 Reduced 1.25%	151,300 $12.2 Million
Q3 2019 Nov 06, 2019	SELL	$75.25 - $81.43 $453,155 - $490,371	-6,022 Reduced 3.78%	153,208 $11.6 Million
Q2 2019 Aug 15, 2019	SELL	$72.75 - $79.33 $120,401 - $131,291	-1,655 Reduced 1.03%	159,230 $0
Q1 2019 May 08, 2019	SELL	$60.37 - $75.56 $596,515 - $746,608	-9,881 Reduced 5.79%	160,885 $0
Q4 2018 Feb 05, 2019	BUY	$57.83 - $74.02 $528,739 - $676,764	9,143 Added 5.66%	170,766 $10.6 Million
Q3 2018 Nov 02, 2018	BUY	$70.34 - $75.93 $50,715 - $54,745	721 Added 0.45%	161,623 $0
Q2 2018 Aug 10, 2018	BUY	$66.81 - $74.52 $1.14 Million - $1.27 Million	17,030 Added 11.84%	160,902 $0
Q1 2018 May 09, 2018	BUY	$67.44 - $74.54 $136,161 - $150,496	2,019 Added 1.42%	143,872 $0
Q4 2017 Feb 22, 2018	BUY	$64.26 - $68.69 $1.25 Million - $1.33 Million	19,381 Added 15.82%	141,853 $0
Q3 2017 Nov 07, 2017	BUY	$62.79 - $63.85 $312,568 - $317,845	4,978 Added 4.24%	122,472 $7.82 Million
Q2 2017 Aug 08, 2017	BUY	N/A	117,494	117,494 $7.01 Million

Others Institutions Holding FPX

# of Institutions

200

Shares Held

3.26M

Call Options Held

Put Options Held

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About FIRST TRUST US EQUITY OPPORTUN

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Cambridge Investment Research Advisors, Inc. First Trust Us Equity Opportun Transaction History